Initiated Buy X

AAL American Airlines

Citigroup

$19

Initiated Neutral X

ALGT Allegiant Travel

Citigroup

$88

Initiated Buy X

ALK Alaska Air

Citigroup

$61

Reiterated Buy X

AMAT Applied Materials

TD Cowen

$260 $315

Upgrades Sec Perform Sec Outperform X

ASR Grupo Aeroportuario Del Sureste

Scotiabank

Downgrades Buy Neutral X

AVB AvalonBay

Colliers Securities

$195

Initiated Outperform X

AZO AutoZone

Robert W. Baird

$4500

Downgrades Overweight Sec Weight X

BDN Brandywine Realty

KeyBanc Capital Markets

Downgrades Neutral Underweight X

BFH Bread Financial

JP Morgan

$72

Upgrades Sec Weight Overweight X

BXP BXP, Inc.

KeyBanc Capital Markets

$80

Initiated Buy X

CAVA CAVA Group

Truist

$66

Upgrades Mkt Perform Mkt Outperform X

CCRN Cross Country

Citizens JMP

$11

Downgrades Neutral Underweight X

CCS Century Communities

JP Morgan

$56

Initiated Outperform X

CR Crane

Wolfe Research

$215

Reiterated Outperform X

CRM Salesforce

BMO Capital Markets

$280 $275

Reiterated Buy X

DAL Delta Air Lines

TD Cowen

$72 $77

Upgrades Accumulate Buy X

DG Dollar General

Gordon Haskett

Reiterated Outperform X

DLTR Dollar Tree

Telsey Advisory Group

$130 $135

Upgrades Mkt Perform Outperform X

DSGX Descartes

Raymond James

$118

Upgrades Sec Weight Overweight X

EGP EastGroup

KeyBanc Capital Markets

$200

Downgrades Outperform Neutral X

EGP EastGroup

Mizuho

$172

Resumed Buy X

EPM Evolution Petroleum

Roth Capital

$5

Downgrades Overweight Neutral X

FISV Fiserv

JP Morgan

$85

Reiterated Outperform X

FIVE Five Below

Telsey Advisory Group

$170 $195

Initiated Positive X

GE GE Aerospace

Susquehanna

$350

Downgrades Neutral Sell X

HALO Halozyme Therapeutics

Goldman

$56

Resumed Hold X

HSY Hershey Foods

Jefferies

$181

Initiated Buy X

INSM Insmed

Rothschild & Co Redburn

$263

Downgrades Buy Neutral X

IRT Independence Realty Trust

Colliers Securities

$18.50

Initiated Sell X

JBLU JetBlue Airways

Citigroup

$4.10

Initiated Neutral X

KNF Knife River Corp.

JP Morgan

$83

Downgrades Overweight Sec Weight X

KRC Kilroy Realty

KeyBanc Capital Markets

Downgrades Neutral Underweight X

LEN Lennar

JP Morgan

$115

Downgrades Buy Hold X

LI Li Auto

HSBC Securities

$18.60

Initiated Neutral X

LUV Southwest Air

Citigroup

$38

Downgrades Buy Neutral X

LX LexinFintech

UBS

$3.50

Downgrades Overweight Sec Weight X

LXP LXP Industrial Trust

KeyBanc Capital Markets

Reiterated Market Perform X

M Macy’s

Telsey Advisory Group

$22 $25

Reiterated Buy X

MCHP Microchip

Needham

$73 $75

Upgrades Neutral Buy X

META Meta Platforms

Arete

$718

Initiated Buy X

MNDY Monday.com

Guggenheim

$250

Downgrades Buy Neutral X

NWG NatWest Group plc

Goldman

Initiated Outperform X

ORLY O’Reilly Auto

Robert W. Baird

$115

Downgrades Sec Outperform Sec Perform X

PAC Grupo Aeroportuario del Pacifico

Scotiabank

Downgrades Overweight Eq Weight X

PNR Pentair

Barclays

$115

Downgrades Neutral Sell X

POR Portland Gen Elec

Ladenburg Thalmann

$43

Downgrades Overweight Neutral X

PYPL PayPal

JP Morgan

$70

Downgrades Overweight Sec Weight X

REG Regency Centers

KeyBanc Capital Markets

Upgrades Hold Buy X

RY Royal Bank of Canada

TD Securities

Reiterated Buy X

SHOO Steven Madden

BTIG Research

$43 $50

Initiated Neutral X

SKYW SkyWest

Citigroup

$112

Initiated Buy X

SLDB Solid Biosciences

Needham

$16

Initiated Neutral X

SNCY Sun Country Airlines

Citigroup

$15

Reiterated Buy X

SNOW Snowflake

Monness Crespi & Hardt

$260 $275

Downgrades Buy Neutral X

SQM Sociedad Quimica y Minera

Goldman

$63

Downgrades Neutral Underperform X

TEF Telefonica S.A.

BofA Securities

$3.83

Upgrades Neutral Overweight X

TOL Toll Brothers

JP Morgan

$161

Upgrades Neutral Overweight X

TOST Toast

JP Morgan

$43

Upgrades Hold Buy X

TU Telus

Canaccord Genuity

Initiated Buy X

UAL United Airlines

Citigroup

$132

Initiated Neutral X

ULCC Frontier Group Holdings

Citigroup

$5

Upgrades Neutral Buy X

UMH UMH Properties

Colliers Securities

$17